Case Study

Strengthening Human Risk Management and AI Governance

Industry
Investment & Management
Region
USA — West Coast
Engagement
Human Risk Management
Focus Area
AI Governance & Awareness
About the Company

Securing Complexity Across a Diverse Business Landscape

This organization is a privately held investment and management company based in the Western United States, overseeing a diverse portfolio of business interests, investments, and affiliated operations across multiple sectors.

Supporting a broad range of businesses and initiatives creates unique governance, compliance, and security requirements. As technology adoption accelerates and new risks emerge, maintaining a consistent security posture requires both strong technical controls and effective human risk management.

The Challenge

Security Awareness in a Rapidly Changing Threat Landscape

The organization's Cybersecurity Manager is responsible for implementing and maintaining security controls across the business. The role focuses on following established security frameworks to reduce risk, strengthening employee awareness, and helping the organization safely adopt emerging technologies.

Today, one challenge sits above many others: managing the rapid adoption of generative AI.

While AI presents significant opportunities for productivity, it also introduces new concerns around governance, data protection, and employee behavior. Employees may unknowingly upload sensitive information into unauthorized tools, use personal AI accounts, or interact with services outside approved security controls.

At the same time, attackers are increasingly using AI to create more convincing phishing campaigns, replicate communication styles, and improve the effectiveness of social engineering attacks.

01Establish AI governance for the safe adoption of generative AI
02Address shadow AI: tools adopted without security review
03Defend against AI-enhanced phishing and social engineering
04Shift awareness from a quarterly exercise to an ongoing process

"Everyone wants to play with the new tools and AI governance would probably be top of mind."

Cybersecurity Manager
The Solution

A Platform Built for Flexibility and Engagement

The organization first discovered Right-Hand through an industry conference and was initially drawn to the platform's usability and flexibility.

One of the biggest differentiators was the learning management experience itself. Having worked with multiple awareness platforms over the years, the Cybersecurity Manager knew that even strong content can lose value when delivered through a difficult or unintuitive system.

Right-Hand's LMS provided a streamlined user experience while also supporting third-party SCORM content, allowing the organization to preserve existing content investments while improving administration and reporting.

The platform's growing library of AI-related training content also aligned with the team's focus on AI governance and secure AI adoption.

From Quarterly to Monthly

Rather than treating awareness as a periodic compliance requirement, the team increased the frequency of awareness activities, moving from a quarterly model toward a monthly cadence, and began building a more consistent, responsive awareness program.

"I was doing it once a quarter. Now I'm back on a once-a-month cadence."

Cybersecurity Manager
Operational Impact

Measuring What Matters

For many organizations, phishing simulations are judged by a single metric: reducing click rates. The Cybersecurity Manager takes a different view.

"My goal is to trick as many people as possible."

Cybersecurity Manager

While unconventional, this philosophy reflects a practical reality. Real attackers are not sending easy phishing emails designed to be caught. They use increasingly sophisticated tactics, many enhanced by AI, to deceive employees.

Rather than optimizing for vanity metrics that serve only management, the organization focuses on preparing employees for the kinds of attacks they are most likely to encounter.

In his view, the most valuable metric is not the number of employees who report a phishing email or pass a simulation, but the number who fall for a convincing one. A user who catches an obvious test learns little. A user who is genuinely fooled walks away having learned exactly how they can be deceived, and that lesson sticks.

For that reason, the organization focuses on creating realistic simulations that challenge users and generate meaningful learning opportunities, tailored to reflect real-world scenarios and organizational context.

When employees encounter particularly convincing simulations, discussions spread organically across the business, shifting awareness from a compliance-driven activity into an active risk management function.

Why Right-Hand

More Than a Vendor

While the platform itself delivered significant value, the Cybersecurity Manager repeatedly pointed to another factor behind the program's success: the relationship with Right-Hand's Customer Success Manager (CSM).

Rather than limiting support to platform administration, Right-Hand's CSM became an extension of the security team.

The conversations extended beyond awareness assignments and reporting. Discussions regularly covered awareness strategy, phishing simulation design, AI governance initiatives, training cadence, and broader security program objectives.

Whether planning AI awareness initiatives, evaluating training approaches, or designing more effective phishing simulations, Right-Hand's CSM worked alongside the security team to help strengthen the overall program.

The Cybersecurity Manager describes the relationship simply:

"Our CSM is part of the team, he is the one helping me put the controls in place."

Cybersecurity Manager

That level of partnership became one of the most valuable aspects of the engagement.

Reflecting on the experience, the Cybersecurity Manager says:

"One of the biggest factors that keeps me going is Right-Hand's CSM and their support."

Cybersecurity Manager
About
Right-Hand Cybersecurity

Right-Hand Cybersecurity is a Human Risk Management organization helping businesses reduce human-related cyber risk through AI-powered security awareness, phishing simulations, deepfake vishing simulations, and behavior-driven training. By combining modern awareness programs, realistic simulations, and dedicated customer support, Right-Hand helps organizations build measurable, sustainable improvements in human risk management.